Welcome to Business Intelligence world with Power BI!
In this post I will walk you through how to build an executive summary - finance report with Power BI.
Use-case description
- Our dataset is a sample Financical dataset of Power BI Desktop
- Our objective is to build a Power BI report that help the executives to answer the three following questions:
- Which month and year had the most profit?
- Where is the company seeing the most success (by country/region)?
- Which product and segment should the company continue to invest in?
How-to guide
Our development process involves the following steps:
- Data preparation
- Data loading
- Data transformation
- Convert data type of “Units Sold” to Whole Number
- Change text format of “Segment” to UPPERCASE
- Rename “Month Name” to “Month”
- Drop “Montana” product from “Product” as we know that the Montana product was discontinued last month.
- Data modeling
- Write two DAX formulas for measures and tables
- Build report
- Visual #1: Add a title
- Visual #2: Line graph for Profit by Date
- Visual #3: Map graph for Profit by Country/Region
- Visual #4: Bar graph for Sales by Product and Segment
- Visual #5: Time slider for Year
- Publish our report from Power BI Desktop to Power BI service to share
To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:
{< video https://www.youtube.com/watch?v=Drteaday4FI}
Our result
In summary, our final Executive Summary - Finance Report should be like this:
From this report, we can help executive manager to answer the concerned questions:
- Which month and year had the most profit?
- December 2014
- Which country/region is the company seeing the most success in?
- In Europe, specifically France and Germany.
- Which product and segment should the company continue to invest in?
- The company should continue to invest in the Paseo product and target the Small Business and Government segments.
Reference
- [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report